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Macro Voices

Hedge Fund Manager Erik Townsend

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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Executive Platforms builds world-class forums to facilitate the sharing of ideas among the senior leadership of businesses and organizations with common objectives, interests, and challenges. Through conversations with leading experts, The bluEPrint will bring you insightful conversations, analysis and ideas surrounding key topics across multiple industries while uncovering real-world solutions to universal challenges that face leadership professionals in their daily work.
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Memories Through Melodies

KU ENG 23-61 Spring 2018

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Music is an essential part of just about everyone’s lives. It fills the silent spaces of our day, underscores the important moments in our lives, and transports us to another world. In this podcast, Kutztown University Composition students have collaborated by considering a song and talking about why it’s so great. Thinking beyond the music, including both the technical and emotional elements of a song results in a deeply personal piece of work. Several styles, genres, and modes have been co ...
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At the 2024 edition of the North American Supply Chain Executive Summit series we sat down with Paul Gallagher, the Chief Supply Chain Officer of General Mills, to talk about how making Artificial Intelligence work for a company revolves around people at all stages of the journey. General Mills is already almost five years into a transformation tha…
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At the 2024 edition of the North American Supply Chain Executive Summit series we sat down with Danielle Hansen, a vice president with JBT and adjunct professor at the university of St. Thomas, to speak about a wide range of issues, ideas, challenges, and opportunities facing supply chain leaders today, and also how the next generation of supply ch…
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In this episode, host Brian VanHooker up withnone other than A.C. Farley from the Mirage era of the Teenage Mutant Ninja Turtles. Having paointed the covers for TMNT Vol.2 #1, the original Vol. 1 collected book covers and all the cobers for the Return to New York storyline, Farley is responsible for some of the most dynamic art to ever feature the …
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At the 2024 edition of the North American Supply Chain Executive Summit series we spoke with Derek Bealby, a Vice President of AFMS, LLC about the most popular topic as submitted by this year’s delegates: controlling costs, especially in areas like contract management. How should supply chain leaders work with their partners to control shipping cos…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65 ⚫ Follow Luke Gromen on X: https://www.x.com/LukeGromen 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4erbNRT ✅Sign up for a FREE 14-day tr…
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At the 2024 edition of the North American Supply Chain Executive Summit series we sat down with Sathish Thirumoorthy, the Chief Strategy Officer of UCBOS, to talk about new approaches to using data to solve problems and getting disparate systems and functions to talk to one another. In an age of disruption where resiliency is the goal of so many su…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3TIqpnK ✅Sign up for a FREE 14-day trial…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3 ⚫ Follow Matt Barrie on X: https://www.x.com/Matt_Barrie ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtub…
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In this episode, Anna Chavez and Griffin Hansen tell the story of how they honored the legacy of the Teenage Mutant Ninja Turtles by successfully campaigning for a historical marker in the TMNT birthplace of Dover, New Hampshire. Hansen, a film director and writer, is a Dover native, while Chavez is an artist and dedicated TMNT fan. Check out the m…
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In today’s episode we speak with Colonel Kristin Saling, currently serving as the Acting Director of Army People Analytics in the Office of the Assistant Secretary of the Army Manpower & Reserve Affairs. A US Army engineer who did two deployments in Iraq, in 2016 Kristin was assigned to apply a data scientist’s tools and training to better understa…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT ⚫ Follow Jim Bianco on X: https://www.x.com/biancoresearch 🔻Downlo…
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In this episode of Turtle Tracks, host Brian revists the Mirage days of the Teenage Mutant Ninja Turtles with a conversation with husband and wife duo, Mark Bodé & Molly Bodé. Son of underground comics legend Vaughn Bodé, Mark is an artist who did a number of stories for Mirage during the days of Turtle-Mania, including issues #18 and #32, along wi…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK ⚫ Follow S…
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In the run-up to the 2024 edition of the North American Food Safety & Quality series we spoke with Paul Bradley of TraceGains about how FSQ professionals document, demonstrate, and communicate the value of their work through data, and how a new generation of data collection and analytics tools are allowing them to share and showcase their contribut…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen carry trade unwind, as well as various aspects of politics and geopolitics. Additionally…
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More and more, the last few years are coming to be dubbed an ‘Age of Disruption.’ For the senior leaders in Executive Platforms’ network, resiliency is the watchword of the day that promises organizations will find success even as the business landscape evolves around them. What does a resilient culture actually look like? How should senior leaders…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They’ll discuss commodities from precious metals to uranium to energy to agriculture, and get Ole’s outlook on whether the deep correction we’ve seen in the commodity supercycle is over or not. https://bit.ly/3T3rypx ⚫ Follow Ole on X: https://www.x.com/Ole_S_Hansen 🔻Download Big…
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For today’s interview we spoke with Erik Liederbach, a social strategy and marketing executive who specializes in partnering with C-Suite executives and other senior leaders to create and execute social media and marketing strategies that deliver results, maintain a positive presence, and build brands. Erik has worked for companies ranging from sta…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They’ll discuss all the usual macro suspects, from whether the recent equity market dislocation was a flash in the pan or the start of a new bear market, Diego’s outlook for inflation, commodities, precious metals, and more. https://bit.ly/3X4Bd1p…
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In the run-up to the 2024 edition of the North American Food Safety & Quality series we spoke with Amit Jagirdar, Bunge’s Director, Quality & Food Safety, about how training embeds, fosters, and reinforces Food Safety Culture not just with FSQ professionals and the hands-on operations teams but throughout the company as a whole. Listeners of this p…
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In this episode, host Brian VanHooker chats with Isaac Elliott-Fisher, one of the producers of the beloved 'Turtle Power' documentary as well as the upcoming second volume, TMNT: Evolution, Mutation, & Reboot, which will be launching on Kickstarter soon. Sign up to be notified on launch of the Kickstarter here: https://kickstarter.com/projects/defi…
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end, the USD outlook, precious and base metals, uranium miners, China’s long-term energy policy and what this all means to the global economy. https://bit.ly/3WEO8pn ⚫ Follow Louis on X: https://www.x.com/Gave_Vincent ⚫ Find…
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In the run-up to the 2024 edition of the North American Supply Chain Executive Summit we spoke with John Mau, the Director of Operations & Supply Chain Strategy, about the power and importance of long-term visions for supply chains, and the strategies involved in delivering on those far-reaching objectives. John will be hosting a focus group on thi…
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